Blog - Simple List
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How Divorce Affects Equity AwardsNov 6, 2023
Learn why your company should have a divorce transfer policy and how a legal transfer of equity differs from a transfer of economic value. -
How State Payroll Taxes Apply to Mobile EmployeesOct 25, 2023
Many states now impose state payroll taxes, such as to fund family or medical leave programs. Here’s how these taxes can apply to mobile employees. -
The Six Inputs of an Option Pricing ModelOct 17, 2023
Unravel the six primary inputs that ASC 718 requires any option-pricing model being used, to incorporate in its calculations. -
Why Your Qualified ESPP Should Offer a 15% DiscountOct 4, 2023
Want an ESPP that is a compelling investment alternative for employees and a competitive benefit? Make sure the plan offers a 15% discount. -
When Is the Grant Date Under ASC 718?Sep 27, 2023
The four key principles that determine when an award is considered granted for expense purposes. -
From Startup to Unicorn: Why the Shift to RSUs?Sep 21, 2023
Why startups are transitioning to RSUs as they mature into unicorns. -
Scaling Up? The Challenges Every Start-Up FacesAug 30, 2023
A guide on how to use equity compensation to attract and retain top level talent when aggressively scaling your start-up. -
Are You Ready for T+1 Settlement?Aug 16, 2023
Learn how the shift to a one-day settlement period will change stock plan administration and what you need to do to prepare. -
Global Considerations for Cashing Out Equity Awards in MergersAug 9, 2023
Cashing out equity in a merger can have unintended consequences for award holders outside the US. Here’s what you need to know. -
How Social Taxes Apply to Mobile EmployeesAug 2, 2023
The income allocation rules for social taxes on equity awards held by mobile employees are even less clear than those for income tax. Here’s what you need to know. -
Managing Tax and SAFE Registration in ChinaJul 26, 2023
Understand how companies manage SAFE registration and Circular 35 when offering equity plans in China. -
What Are RSUs: A Fundamental Guide for the Equity ProfessionalJul 19, 2023
A fundamental guide on restricted stock units for equity professionals of all stages. -
SEC Updates: Rule 10b5-1 Interpretations, EDGAR Access, and MoreJun 14, 2023
The SEC has answered a few questions on amended Rule 10b5-1 and added the EDGAR Access project back to its short-term agenda. -
You Are Running Out of Time to Adopt a Clawback PolicyJun 7, 2023
The SEC has approved exchange listing standards requiring companies to implement policies to recover compensation awarded to executive officers that later turns out to be erroneous as a result of a material financial restatement. Here’s what you need to know. -
Beneficiary Designation DrawbacksMay 31, 2023
Beneficiary designations may seem like a good idea for equity awards, but, in practice, they can be fraught with problems. -
Tax Withholding Trends for Equity AwardsMay 24, 2023
Trends in how companies determine tax withholding rates, respond to requests for additional withholding, calculate transaction income, and more. -
Reevaluating Restrictive Covenants in Equity Award AgreementsMay 17, 2023
Recent developments relating to restricted covenants (especially non-competes) warrant another look at your equity award agreements. -
How Do Companies Manage Mobility Compliance?May 10, 2023
Trends and insights into how companies manage global and domestic mobility compliance for their equity programs. -
The Data You Need for Mobility ComplianceApr 25, 2023
Questions you need to ask to when managing tax compliance for awards held by mobile employees. Plus, can ChatGPT replace your tax advisors? -
Pay Transparency Laws and Equity CompensationApr 12, 2023
A summary of US and global pay transparency and disclosure laws and how they can apply to equity compensation.